Approved Invest is a specialty investment firm that is focused on giving its clients the best service quality possible. The professional investment team of Approved Invest has over forty years of experience. Having seen their clients through several market ups and downs, they know what to expect and how best to react to a changing environment, and they understand that the best investing is accomplished through a long-term horizon.
Approved Invest Portfolio Development
Approved Invest works with their clients who all fall into the categories of High Net Worth Individuals (HNWIs) and Sophisticated Investors, to develop the best portfolios for wealth accumulation. The process of portfolio development starts with an understanding of the client’s current financial position and investment goals.
From there, the heart of nearly all of Approved Invest’s portfolios will consist of a select set of stocks from companies of varying sizes across a broad range of industry verticles. This fundamental portfolio development structure takes advantage of the risk reduction (lowering Beta) when a basket of stocks is used in conjunction for investment.
After the foundational portfolio is created, Approved Invest’s team of experts begins their search for global investment opportunities intended to outperform local stock indexes. This part of the process is the point where the experience and abilities of Approved Invest begin to shine; their team makes full use of their expertise in finance and investing. They work collaboratively to find the right solutions to reach financial goals, introducing their clients to flexible yet optimal investments, sourced globally, tailored to eligible investors’ unique investment capabilities.
To ensure that the fit for investment and returns is right, the majority of assets that are among the options that Approved Invest focuses on are predominantly in industries that are dominated by tangible assets. The reason for this focus, is that this class of assets is able to provide the investor with stable capital returns, the quick buck is unnecessary for an investor that has an eye for generational wealth and a legacy in which they can be proud.
The Approved Invest’s Asset Evaluation Process
The process that Approve Invest uses to evaluate potential investments before they bring anything to their discerning clients starts with a specific structure. This structure is designed to weed out anything that is not of superior quality. The general parts that make of the evaluation process include the following:
2. Strong Capital Growth
4. Recognised Industry Names
5. Planned Exit Strategies
6. Guarantees if Possible
7. Supporting Documentation
8. Physical Offices
9. Direct Points of Contact
This exhaustive process means that Approved Invest does all of the hard work for their clients, allowing them to be confident in anything brought to them. The overall aim is to only bring perfectly tailored opportunities, ensuring that all of these critical attributes are confirmed.
These are specialty investments, not widely available on the open market to the typical retail investor, which make them, quite honestly, hard to find and special. Approved Invest believes that there is truth in the statement, “The best investments are kept hidden away from the public.”
Approved Invest’s Eligibility
As stated, Approved Invest is only able to provide its rare class of investments to High Net Worth Individuals (HNWIs) Sophisticated of Professional Investors. The products that they are able to provide have investment profiles that require large upfront investments and longer time horizons than what retail investors would normally find. To be an investor with Approved Invest, applicants must meet at minimum one of the two following criteria:
High Net Worth Individuals are considered those that have an annual income of more than £100,000 or have a savings of more than £250,000, and they understand that their capital is at risk if they proceed.
A Sophisticated Investor is someone with experience in similar financial products or other alternative investments that Approved Invest has on offer, and they understand that their capital is at risk if they proceed.
Only investors that are able to fall into either of these categories are able to work with Approved Invest.
Discerning investors wanting to learn more about Approved Invest’s products and services offered to their premium clients, CLICK HERE.